| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 9.81 | 10,981 |
| 6 Month | 21.75 | 12,175 |
| 1 Year | 30.76 | 13,076 |
| 3 Year* | 17.96 | 16,414 |
| 5 Year* | 3.59 | 11,929 |
| 10 Year* | 8.04 | 21,669 |
| 15 Year* | -- | -- |
| -- | 8.04 | 3.59 | 17.96 | 30.76 | 21.75 | 9.81 | 5.64 | 17.42 | Total Return % | ||
| -- | -2.15 | -3.52 | 1.77 | 1.05 | 0.11 | 2.23 | -0.37 | 1.25 | +/- Small Blend Category Trailing Return | ||
| -- | 90 | 91 | 21 | 34 | 48 | 9 | 62 | 22 | Percentile Rank in Category | ||
| -- | 133 | 177 | 192 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | 0.16 | -2.46 | 0.55 | 2.73 | 3.30 | 0.33 | 0.84 | 0.69 | +/- S&P 500 Trailing Return | ||
| -- | -3.32 | -4.71 | 1.48 | 0.18 | -0.91 | 1.24 | -0.55 | -0.02 | +/- Morningstar Small Core Trailing Return | ||